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Best financial advisors in Paradise Pines, CA

Registered advisers within 25 miles of Paradise Pines, CA.

Offices
49
Firms
29
Combined AUM
$8.31T
Firm-wide filings, not assets booked only here
Clients
1.33M
1,334,797 clients when Item 5C has a number
Avg / client
$6.23M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
FERMATA ADVISORS
SPELTS WEALTH MANAGEMENT, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
INDEPENDENT FINANCIAL GROUP, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
REGAL INVESTMENT ADVISORS LLC
AMERITAS ADVISORY SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Travis Lee Barker
JUSTIN D MILEY
DANIEL MEHAN
Kara T Scott
MAX DENNIS MIRACLE
DEVIN JOHN POTTER
DANIEL JOSEPH HARVEY
MATTHEW R DONNER
Jake R Stephens
JOHN FRANCIS O'HARA
Ryan Steven Dyrr
MUHAMMAD HUSSAIN KHAKI
DANIEL WAYNE DECAIRES
JEFFREY GLEN JOHNSON
HAILEY DENISE GREEN
Rebecca Christine Rich
Davis Jackson Rich
Sean Morgan
SHERRI ANN PARR
JOSEPH STEPHEN GRECO
Matthew Kendall Mason
Gregory John Nelson
Jason Robert Heuton
Brittneyann Mae French
KIMBERLI JO VICTORINE
JOHN WHITNEY NELSON
DEBORAH L ROSSI
ERIC L MOXON
CHRISTOPHER DENNIS JAQUES
Ruth Anne Ludtke
DEBORAH LYNN SOBRERO
DAVID HOWARD BLAUGH
MICHAEL DAVID SANFORD
JEFFERY KENDALL MASON
TIMOTHY PATRICK O'CONNELL
MATTHEW C ARNESS
WILLIAM DEWEY CARSON
MELISSA BEGBIE
WILLIAM CHARLES TWISSELMAN
MICHAEL E NEULIEP
MICHAEL PATRICK MURPHY
LAURIE CERNAC BROCK
ERIC THOMAS MAGNUSON
JEFFREY DOUGLAS MCCREADY
Randall Korte
Zoey Kaeanne Rash
CHRISTOPHER LEROY GRETTUM
JAMES AUDY BRAZIEL
ALEXANDER ROBERT HOLGUIN
DANIEL THOMAS VINCENT
CHRISTOPHER JAMES HOXIE
PATRICK MALCOLM PILLSBURY
JEFFREY MICHAEL ROSS
Ryan Larrabee
Eduardo Cruz Rodriguez
David Todd Green
JOSE MARQUEZ ASCENCIO

Within 25 miles of Paradise Pines, CA, Best Investors lists 29 registered investment advisory firms with 49 offices nearby, managing about $8.31T in combined regulatory AUM across 1,334,797 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Paradise Pines

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM